Tower View Wealth Management LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tower View Wealth Management LLC on ORCL, newest first. How the timeline and the estimate are built.
Tower View Wealth Management LLC held 7,999 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 7,999 sharesChange vs previous 13F -117 shares
0.52% of the 13F portfolio, value $1,172,293.
13F-HR 0001729045-26-000003 filed by Tower View Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,116 sharesChange vs previous 13F -12 shares
0.61% of the 13F portfolio, value $1,194,000.
13F-HR 0001729045-26-000002 filed by Tower View Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,128 sharesChange vs previous 13F +7,232 shares
0.78% of the 13F portfolio, value $1,584,229.
13F-HR 0001729045-26-000001 filed by Tower View Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 896 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $251,992.
13F-HR 0001729045-25-000008 filed by Tower View Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 896 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $195,893.
13F-HR 0001729045-25-000006 filed by Tower View Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).